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2,648 hedge funds and large institutions have $139B invested in Merck in 2021 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 1,239 increasing their positions, 980 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $2.93B | Put options by funds: $1.72B

26% more repeat investments, than reductions

Existing positions increased: 1,239 | Existing positions reduced: 980

12% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 101

2% more funds holding in top 10

Funds holding in top 10: 8284 (+2)

0.53% less ownership

Funds ownership: 73.46%72.93% (-0.53%)

1% less funds holding

Funds holding: 2,6742,648 (-26)

4% less capital invested

Capital invested by funds: $144B → $139B (-$5.57B)

Holders
2,648
Holders Change
-26
Holders Change %
-0.97%
% of All Funds
46.35%
Holding in Top 10
84
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.44%
% of All Funds
1.47%
New
113
Increased
1,239
Reduced
980
Closed
101
Calls
$2.93B
Puts
$1.72B
Net Calls
+$1.22B
Net Calls Change
+$893M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1976
Summit Financial Group
West Virginia
$537K
NFG
1977
Nadler Financial Group
Illinois
$537K +$761 +10 +0.1%
UC
1978
Unio Capital
New Jersey
$535K -$70.5K -927 -12%
LSPW
1979
Lake Street Private Wealth
Illinois
$533K +$12.2K +161 +2%
ZF
1980
Zhang Financial
Michigan
$532K +$228K +3,001 +73%
VBCG
1981
Valley Brook Capital Group
Pennsylvania
$531K -$7.61K -100 -1%
DA
1982
Dillon & Associates
Michigan
$530K -$364K -4,792 -40%
SIM
1983
Seaview Investment Managers
Florida
$526K -$49.3K -648 -8%
SP
1984
Successful Portfolios
Florida
$526K -$9.13K -120 -2%
WDC
1985
Woodward Diversified Capital
California
$526K +$3.65K +48 +0.7%
4WM
1986
44 Wealth Management
Oregon
$524K +$163K +2,141 +44%
SHWM
1987
Smith & Howard Wealth Management
Georgia
$521K +$3.19K +42 +0.6%
IA
1988
IFG Advisors
Missouri
$519K +$2.28K +30 +0.4%
GGS
1989
Galvin Gaustad & Stein
Arizona
$514K -$14.1M -184,884 -96%
AIIMS
1990
Analyst IMS Investment Management Services
Israel
$512K +$18.3K +240 +4%
SI
1991
Scharf Investments
California
$511K +$87.4K +1,149 +20%
OWA
1992
Octavia Wealth Advisors
Ohio
$508K -$12.6K -166 -2%
ZAM
1993
Zevin Asset Management
Massachusetts
$508K +$4.26K +56 +0.8%
PCM
1994
Pointe Capital Management
Michigan
$508K +$136K +1,784 +36%
CAI
1995
Capital Advisors Inc
Oklahoma
$502K -$456 -6 -0.1%
VCM
1996
Vigilant Capital Management
Maine
$502K +$26.2K +344 +5%
MME
1997
Meag Munich Ergo
Germany
$498K -$5.52M -72,566 -92%
CAM
1998
Close Asset Management
United Kingdom
$498K +$75.3K +990 +18%
GWM
1999
Greenwich Wealth Management
Connecticut
$498K +$158K +2,077 +46%
GFP
2000
Gryphon Financial Partners
Ohio
$497K -$50.7K -666 -9%

MRK Hedge Fund Activity: Q3 2021 in Review

2,648 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q3 2021, worth a combined $139B — down 3.9% from $144B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new MRK positions and 101 closed out — a net gain of 12 holders — while 1,239 added to existing stakes and 980 trimmed.

The largest buyer was Invesco, adding an estimated $433M. The largest seller was Vanguard Group, cutting an estimated $1.15B.

  • 2,648 institutional investors held Merck (MRK) as of Q3 2021, down from 2,674 in Q2 2021.
  • Funds reported $139B of Merck stock for Q3 2021, down 3.9% quarter-over-quarter.
  • 113 funds opened new Merck positions in Q3 2021 and 101 closed out, a net change of +12 holders.
  • The largest Merck buyer in Q3 2021 was Invesco, an estimated $433M added.
  • The largest Merck seller in Q3 2021 was Vanguard Group, an estimated $1.15B sold.

Based on aggregated 13F filings for Q3 2021.